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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2025-11-12 |
| SC | RA | APPROVED | 2024-12-17 |
Branch Locations
1860 Hendersonville Rd, Asheville, NC 28803 • United States
6135 Wade Hampton Blvd, Taylors, SC 29687 • United States
2726 Wade Hampton Blvd, Greenville, SC 29615 • United States
104 E Blackstock Rd, Spartanburg, SC 29301 • United States
4402 Highway 9, Boiling Springs, SC 29316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Greenville | SC | 05/2018 | 10/2018 |
| Brinker Corporation | Greenville | SC | 01/2018 | 05/2019 |
| Peak Energy | Waynesville | NC | 07/2017 | 12/2017 |
| The Chattooga Club | Cashiers | NC | 03/2016 | 08/2017 |
| Western Carolina University | Cullowhee | NC | 08/2013 | 05/2017 |
| T3 Trading Group, Llc | Greenville | SC | 06/2019 | 04/2020 |
| Chick Fil A | Greenville | SC | 05/2019 | 05/2021 |
| Hold Bros. Capital, Llc | Simpsonville | SC | 05/2020 | 10/2020 |
| J.P. Morgan Securities Llc | Taylors | SC | 10/2021 | Present |
| Jpmorgan Chase Bank, Na. | Taylors | SC | 10/2021 | Present |
| Jp Morgan Chase Bank, N.A | Greenville | SC | 11/2020 | 10/2021 |
| Target Corporation | Simpsonville | SC | 10/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
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